Market Update Feb 2022
Update on market outlook: potential capital markets impact of Russian invasion of Ukraine Since its beginning, 2022 has been challenging to investors and the geopolitical order. While we will be sending out our comprehensive quarterly piece shortly, today’s news regarding the Russian invasion of U
Market Update May 2022
Market declines YTD and perspectives on high-quality growth stocks Although we recently provided a quarterly update, the equity markets have continued to decline since then. Additionally, this year, growth stocks have materially underperformed value stocks (a sharp reversal vs. the large o
Market Update Sept 2021
Update on market outlook: heightened US market volatility expected and perspectives on Emerging Markets We hope everyone enjoyed the summer and are staying safe and healthy. We recently published our comprehensive quarterly piece in August and wanted to follow up with a brief note to address recent